UPGD vs RSIT overlap
0 institutions report holding both UPGD and RSIT.
UPGDRSIT
Pick 2 to 4 ETFs.
We don’t have holdings for RSIT. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
0
institutions report holding both, of 39 holding any
UPGD0.0% of its 13F dollars, 0.0% of its 33 holders
RSIT0.0% of its 13F dollars, 0.0% of its 6 holders
Largest institutions holding both
No 13F filer reports holding both.
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: UPGD institutional holders, RSIT institutional holders.
Frequently asked questions
Do institutions hold both UPGD and RSIT?
0 Form 13F filers report positions in both, out of 39 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.